Relationship Banker / SR - Marco Island

Truist Bank•Marco Island, FL

5d•Onsite

About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role provides financial solutions based on consultative conversations and refers clients to other business partners for additional business opportunities. The banker is cross-trained to perform teller duties as needed, including teller transactions and helping clients navigate the branch.

Requirements

High school diploma or equivalent education.
Two years of client sales and service experience.
Experience sourcing and prospecting for new clients and building client relationships.
Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
Proficiency in basic computer applications such as Microsoft Office.
Must meet SAFE Mortgage Licensing Act requirements within 30 days of employment, including applicable registration and NMLS background-check standards, and meet ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel as required for temporary staffing needs, including temporary assignment or location changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

Nice To Haves

Associate degree or higher.
Demonstrated ability to handle multiple priorities under time constraints.
Excellent verbal and written communication skills.
Ability to respond professionally while maintaining a high level of service quality.
Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small-business clients.
Demonstrated ability to meet or exceed sales goals.
General understanding of bank operations, policies, and procedures.

Responsibilities

Handle routine client maintenance requests, resolve problems, and perform sales functions related to deposit, credit, convenience, and other products and services.
Help meet or exceed client-service and individual and branch sales targets by offering products and services and developing, expanding, and retaining client relationships.
Support the team sales process through consultative conversations, addressing client needs, and referring complex needs or financial goals to internal specialists.
Participate in Truist Retail Community Bank Leadership Routines.
Advance knowledge of sales techniques and products through meetings, training classes, and web-based learning.
Advise clients on consumer lending options and take loan applications.
Follow internal controls, operational procedures, and risk-management policies; stay informed of policy and procedure changes to maintain compliance.
Engage clients in courteous conversation while conducting transactions and identifying needs; handle teller transactions as needed and help greet and guide clients in the branch.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division